- Bank of America (San Francisco, CA)
- …legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue ... of their time on relationship management activities. Assist with and attend client meetings and discussions covering investment strategy, account performance,… more
- Bank of America (New York, NY)
- …is responsible for leading product experts supporting Global Transaction Services in client engagements, account management, closing complex and high dollar ... that address client challenges. **Responsibilities:** + Manages client engagements and reviews, account management, complex...+ Minimum of 5 years experience working in a client facing role preferable in financial services… more
- BMO Financial Group (New York, NY)
- …penetration and returns. + Institutes cross-selling initiatives to increase ranking with client . + Uses expertise in financial markets to cultivate relationships ... to cross-sell and to grow share of clients' wallet. + Provides comprehensive account coverage and client development as well as actively prospects new… more
- DXC Technology (Harrisburg, PA)
- …for leading pursuit in their assigned focus areas. Collaborates with and supports Account Managers and provides specialist expertise within the sales team. ... the client 's business needs with solution. + In-depth knowledge of client 's business, organizational structure, business processes and financial structure. +… more
- Cognizant (CA)
- …the account plan and Invests time in strengthening existing client relationships. Participates in reviews and provides educated and relevant perspectives ... responds to RFP's. Identifies opportunities in BPS/Ops space, makes proactive proposals to client in line with account strategy. Obtains approvals to pursue… more
- TD Bank (New York, NY)
- …functions deliver outcomes for multiple business areas at leading financial institutions. The role involves interpreting business challenges, leading ... cross-functional projects, and developing new solutions to meet our future client needs. **Job / Role Responsibilities:** **Strategic Architecture & Design** +… more
- HUB International (Fort Lauderdale, FL)
- …is ideal for individuals starting their career in retirement education and financial services, with clear growth opportunities into Specialist and Consultant ... Must be a team player + Minimal travel requirements (conferences or on-site client visits) Department Account Management & Service Required Experience: 1-2 years… more
- BMO Financial Group (Chicago, IL)
- …growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue ... from sales and syndications. + Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong … more
- Mastercard (Boston, MA)
- …needs of small businesses. We are looking for a Director, Small Business Sales Specialist for the North American market to help drive growth in the segment through ... dynamic sales pipeline, and closing deals. Role - Director, Small Business Sales Specialist In this SMB commercialization role within the Regional Product team, the… more
- Deloitte (Quincy, MA)
- AML Project Delivery Specialist -Project Delivery Specialist - Regulatory, Risk & Forensic Operate Are you an experienced, passionate pioneer in technology who ... wants to work in a collaborative environment? As an experienced AML Project Delivery Specialist you will have the ability to share new ideas and collaborate on… more